Clay Koch Named to SCBIZ Emerging Leaders Previously published by The Post and Courier and UpstateBiz SC GREENVILLE, SC – Clay Koch, a wealth advisor with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40 is the next evolution… Read more »
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under Published previously by UpstateBiz SC and The Greenville Blog GREENVILLE, SC – Clay Koch, a wealth manager with Wagner Wealth Management, has been awarded one of South Carolina’s most respected honors for young professionals Greenville Business Magazine annually honors the Best… Read more »
Required Minimum Distributions
Required Minimum Distributions: Understanding the rules, deadlines, and tax implications of RMDs By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published by Stroll Magazine August 2026 For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s because the government requires retirees to… Read more »
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch was… Read more »
Time to Revisit Your Retirement Strategy
Does Your 401(k) or 403(b) Plan Need Attention? By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published on The Greenville Blog One of the most powerful vehicles in your financial arsenal is your employer-sponsored retirement plan. Whether you have a 401(k), 403(b), or both, now is the perfect time to review your contributions,… Read more »
Put Your RMD to Work
Generally, beginning at age 73, retirement account holders must take Required Minimum Distributions (RMDs) from their tax-deferred retirement accounts, including Traditional, Rollover, SEP, and SIMPLE IRAs and employer sponsored retirement plans. These distributions are subject to federal, and sometimes state, income taxes. RMDs are not optional. If you don’t take your RMD, or take out… Read more »
Wagner Wealth Management’s Clay Koch named to GSA’s Forty under 40
Clay Koch, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for 2025. GSA Business Report’s Forty Under 40 celebrates the success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mix of industry, professional, and… Read more »
End-of-Year Investing Strategies
As the year comes to a close, now is the perfect time for investors to review their portfolios and set themselves up for success in the new year. Here, we’ve compiled a few strategies investors can discuss with their wealth advisor to maximize their portfolios and finish strong. Read more here: End of Year Investing… Read more »
Clay Koch Joins Wagner Wealth Team
Wagner Wealth Management has added an experienced wealth advisor, Clay Koch, to its team. A College of Charleston graduate, Koch brings more than nine years of experience in the financial services industry. He holds Series 7, Series 65, Series 66, and Life and Variable Annuity Insurance licenses, which he obtained while still in college. Outside… Read more »